Bennelong Funds Management

"What's not to love about infrastructure?" Sarah Shaw speaks with Fear & Greed's Sean Aylmer about the opportunities of investing in infrastructure. Listen to the full podcast 👇

"Our aim is to increase pathways to economic empowerment and social cohesion." The Bennelong Foundation, our parent company’s philanthropic arm, recently unveiled its new strategy. We're immensely proud of the work they do in bringing meaningful change to the community. Find out more about the strategy 👇

"The global index is increasingly concentrated in the largest companies... We think such a focus ignores incredible opportunities among the more than 5000 smaller global listed companies, many of which are very high-quality businesses and have strong and aligned management." Great to have co-founders Kris Webster and Michael Poulsen feature in The Australian Financial Review yesterday, sharing insights on their new #fund. Find out more about the Canopy Global Small & Mid Cap Fund 👉 https://lnkd.in/gwx5tQjK #Investing #globalequities #SMID

“There is no doubt that Kris Webster and Michael Poulsen are high-calibre investment managers. Their experience and track record in managing global equities created an outstanding opportunity to bring a great team and fund to our clients, and Australian investors more broadly... This is an opportune time to launch a partnership with a specialist and experienced team of investment managers." - John Burke, CFA Bennelong recently partnered with Canopy Investors to launch its new global small & mid-cap fund. Find out more 👇

Rents have surged in the years post-Covid as the population boomed. As we've said before, the demand/supply of housing and changes in replacement cost are the long-term key drivers for residential property, not interest rates. Unfortunately, there are no pure listed residential rental REITs in Australia to take advantage of the significant local demand and supply mismatch. However, there are opportunities in countries that are seeing similar dynamics play out. We believe one such country is in Canada, as we write in this month's article.

We're proud to share that the Quay Global Real Estate Fund won the International Listed Property award at last night's Financial Standard Investment Leadership Awards. Congratulations to the team, as well as all the award nominees and winners of the evening.

"We're bottom up investors in the developing world. We think there's an interesting opportunity for investors to tap into when thinking about ex-developed world markets. Most of the people in the world live in the developing world. So there are billions of potential consumers, growing middle classes and lots of underpenetrated products and services that we think should be able to grow over time."   Skerryvore Asset Management’s Glen Finegan recently spoke with FundMonitors.com's Chris Gosselin about the fund’s emerging market strategy, what drives their selection in the portfolio, and more.   Certain products mentioned may not be available in certain regions. Any references to specific company names / stock examples should not be considered a recommendation to buy or sell any particular security. This is for general information only and does not constitute marketing or advice. Separate independent advice should be sought prior to making any investment.

Last week, Skerryvore Asset Management's Lead Portfolio Manager, Glen Finegan, presented at Morningstar Australia's #Investment Conference. An interesting discussion was had on the risks and opportunities in emerging markets. Thanks to everyone who shared their valuable insights.   Certain products mentioned may not be available in certain regions. This is for general information only and does not constitute marketing or advice. Separate independent advice should be sought prior to making any investment.

About 100 people from big businesses through to small community groups gathered in Sydney last week to connect with each other and hear three not for profits ‘pitch’ for their share of $60,000 from the Bennelong Foundation. It was great to be involved again in this year's event. Well done to all involved! https://lnkd.in/g8uTdppv

Our latest Trip Insights article follows Sarah Shaw, Global Portfolio Manager, and Christopher James, Senior Investment Analyst, as they travel across Asia, meeting with management teams from various regulated utilities, communications, and transport companies. They highlight interesting themes and observations from the trip that support their ongoing investment in the region. #infrastructure #InvestmentInsights #GlobalMarkets